Projects/KMyMoney: Difference between revisions

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    This page is dedicated to discuss issues related to the port to KDE4. The effort is ongoing and it is not considered stable. It is only suitable for early adopters. If you are looking for the stable version, go to the official page of [http://kmymoney2.sourceforge.net KMyMoney]
    This page is dedicated to technical aspects of KMyMoney for KDE Platform 4. If you are looking for other info, or the source tarball, go to the official page of [http://kmymoney.org KMyMoney].
    [[File:kmm_splash_3_95.png]]
    == Available versions ==
    KMyMoney 3.95 has been released on Dec 28th 2009 [https://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/3.95.0/kmymoney-3.95.0.tar.bz2/download tarball].  


    Alternatively, you can get the source from the KDE SVN. (see link below)
    [[Image:kmm_4_splash.png]]


    == Installation ==
    == Available versions  ==
    === Latest release ===


    === Requirements ===
    [http://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/4.6.3/kmymoney-4.6.3.tar.bz2/download KMyMoney 4.6.3] has been released on September 3rd 2012.


    KMyMoney depends on KDE SC 4.3. Specifically on kdelibs and kde PIM libs.
    Alternatively, you can get the source from the [https://projects.kde.org/projects/extragear/office/kmymoney KDE Git]. (see link below)
    Additionally, you may want to install other libraries that will provide additional functionality:
    * libofx
    * Aqbanking v4
    * quote::finance


    That said KMyMoney cannot be compiled using KDE SC 4.4 (trunk) right now due to an undefined method in a PIM class. We are currently trying to solve the issue with the PIM guys.
    === Obsolete releases ===
    [http://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/4.6.2/kmymoney-4.6.2.tar.bz2/download KMyMoney 4.6.2] has been released on February 4th 2012.


    === Installation steps ===
    [http://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/4.6.1/kmymoney-4.6.1.tar.bz2/download KMyMoney 4.6.1] has been released on November 6th 2011.
    Get the source from KDE SVN or the latest tarball from https://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/3.95.0/kmymoney-3.95.0.tar.bz2/download


    To install read the README.cmake file in the root folder of the source.
    [http://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/4.6.0/kmymoney-4.6.0.tar.bz2/download KMyMoney 4.6.0] has been released on August 8th 2011.
    The basic steps are the following:
     
    [http://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/4.5.3/kmymoney-4.5.3.tar.bz2/download KMyMoney 4.5.3] has been released on February 13rd 2011.
     
    [http://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/4.5.2/kmymoney-4.5.2.tar.bz2/download KMyMoney 4.5.2] has been released on December 23rd 2010.
     
    [http://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/4.5.1/kmymoney-4.5.1.tar.bz2/download KMyMoney 4.5.1] has been released on November 14th 2010.
     
    [http://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/4.5/kmymoney-4.5.tar.bz2/download KMyMoney 4.5] has been released on August 16th 2010.
     
    [http://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/3.98/kmymoney-3.98.1.tar.bz2/download KMyMoney 3.98.1] has been released on May 21st 2010.
     
     
    [http://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/3.98.0/kmymoney-3.98.0.tar.bz2/download KMyMoney 3.98.0] has been released on May 15th 2010.
     
    [http://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/3.97.2/kmymoney-3.97.2.tar.bz2/download KMyMoney 3.97.2] has been released on Apr 6th 2010.
     
    [https://sourceforge.net/projects/kmymoney2/files/KMyMoney-KDE4/3.96.1/kmymoney-3.96.1.tar.bz2/download KMyMoney 3.96.1] has been released on Feb 17th 2010.
     
    == Installation  ==
     
    === Requirements  ===
     
    KMyMoney depends on KDE SC 4.4+. Specifically on kdelibs and kde PIM libs. Additionally, you may want to install other libraries that will provide additional functionality:
     
    *libofx >= 0.9.2
    *Aqbanking >= 5.0.0
    *quote::finance
     
    === Installation steps  ===
     
    If possible, it is always preferred to use a package specifically prepared for your distribution.  However, if one is not available, or you want a more recent version, you can use the latest tarball.  If you really need the most recent version, such as to test a new bug fix, get the source from [https://projects.kde.org/projects/extragear/office/kmymoney KDE Git] at
    * '''git://anongit.kde.org/kmymoney'''.
     
    To install, read the README.cmake file in the root folder of the source. The basic steps are the following:
     
    First, make sure you have uninstalled any old versions of kmymoney through your package manager and/or '''sudo make uninstall''' depending on how it was installed last time. Then:


      $ mkdir build
      $ mkdir build
      $ cd build
      $ cd build
      $ cmake .. -DCMAKE_INSTALL_PREFIX=/usr/
      $ cmake .. -DCMAKE_INSTALL_PREFIX=/usr/
      $ make
      $ make # This step may be needed twice
      $ make install
      $ make install


    This last step should be executed with root privileges (either switch to root or use sudo, or the appropiate steps on your installation)
    It is important that the prefix is the same one that is used by your already installed KDE software.  If it does not match, you will run into problems later.
    '''(The last step should be executed with admin privileges. Either switch to root or use sudo, or the appropriate steps for your installation)'''


    To execute, either look for KMyMoney on the Office menu, or type kmymoney in a console window.
    To execute, either look for KMyMoney on the Office menu, or type kmymoney in a console window.


    == Guidelines ==
    === Localization ===
     
    '''If you are installing from Git source, you need to install your locale files by hand. If you are installing from the tarball provided above, please skip this section.'''
    This version is only suitable for early adopters. It will behave fairly well, but the application might crash and you may lose some data. Make backups often.
     
    For 3.95 version and later, we use the Bugzilla tracker at bugs.kde.org. Any bugs you find, please report it and assign to product kmymoney4. Also, if you need help write to [email protected].
     
    == Development guidelines ==
     
    As a first step, we are leaving Qt3Support, if possible.
    There are cases when it is best to port to the corresponding Qt4 classes.
    Examples of these are the QButtonGroups, KActions, KPageWidget, QTabBar


    For now, focus on make it work. Assess whether it will be faster using Qt3Support or a newer class.
    To localize you will need to download the appropriate kmymoney.po file from http://websvn.kde.org/trunk/l10n-kde4/<country_code>/messages/extragear-office/ (replace <country_code> with the correct one for your locale e.g. es would give http://websvn.kde.org/trunk/l10n-kde4/es/messages/extragear-office/) and then, either by switching to root or using sudo, do the following:


    The repository to use is the one in KDE SVN. svn://anonsvn.kde.org/home/kde/trunk/playground/office/kmymoney.
    *Copy the kmymoney.po file into /usr/share/locale/<country_code>/  
    *In that folder run:


      $ msgfmt kmymoney.po -o LC_MESSAGES/kmymoney.mo


    == Blocking issues ==
      Note: use the msgfmt that comes with your distribution not the one needed for kmymoney2.
    These are the issues that need to be fixed first before releasing a beta version.
    *<s>Entering a transaction and hitting an account limit will get the application in a loop which ends in a crash</s>
    *<s>Reinvest dividend transaction form never enables the Enter button</s>
    *<s>Enter does not work for transaction enter, only Return does.(not as important as the other, but it's a nag in a main part of the application)</s>
    *<s>Port AqBanking plugin</s> ''Note: KBanking compiles against at Qt4 AqBanking. Still need to test if it really works (ipwizard)''
    * There are a couple of occurrences of '''Uninitialized variables''' warnings during the build. We should fix those.
    * Several files are rebuilt if '''make''' is executed twice in a row.
    *<s>After the payee completer depletes al possible completions when typing a payee's name the typed text is selected so if the user continues to type all characters entered so far are lost</s>


    == Areas known to work ==
    === Debian dependencies ===
    I thought that we can put here a list of features that are known to work (after a developer testing):


    build-essential
    cmake
    kdelibs5-dev
    kdepimlibs5-dev
    libaqbanking29-dev
    libboost-graph-dev
    libfinance-quote-perl
    libgpgme11-dev
    libgwenhywfar47-dev
    libical-dev
    libjpeg62-dev
    libofx-dev
    libpng12-dev
    libsqlite3-dev
    libz-dev
    gettext


    {|- border="1"
    == Guidelines ==
    !Area
    !Status
    !Comments
    |-
    |Tips and tricks
    | Working
    |
    |-
    | Home Page
    | Working
    |
    |-
    | Institutions
    | Working
    |
    |-
    | Accounts
    | Working
    |
    |-
    | Ledgers
    | Working
    |
    |-
    | Schedules
    | Working
    |
    |-
    | Categories
    | Working
    |
    |-
    | Payees
    | Working
    |
    |-
    | Investments
    | Working
    |
    |-
    | Reports
    | Working
    |
    |-
    | Charts
    | Working
    |
    |-
    | Budgets
    | Working
    |
    |-
    | Forecast
    | Working
    |
    |-
    | Splash screen
    | Working
    |
    |-
    | Settings
    | Working
    |
    |-
    | Webconnect
    | Working
    |
    |-
    | Plugins
    | Working
    | KBanking plugin needs to be tested: I was able to download statements (2009-12-24)
    |-
    | Database  
    | Working
    | Passes unit tests for MySQL, PostgreSQL and SQLite3. (fvilas)
    |-
    | GPG
    | Working
    | Needs testing, does not compile with KDE trunk
    |}


    == Areas to work on ==
    This version is only suitable for early adopters. It will behave fairly well, but the application might crash and you may lose some data. Make backups often.


    *Views
    For 3.95 version and later, we use the Bugzilla tracker at bugs.kde.org (BKO). Any bugs you find, please report it and assign to product kmymoney4. Also, if you need help write to [email protected].
    *Dialogs
    *Widgets


    Also, here you have the KrazyEBN report, which reports common issues on the code.
    === Link to Debian bugs ===
    [http://www.englishbreakfastnetwork.org/krazy/reports/playground/office/kmymoney/index.html Krazy Report]
    The bugs in Debian tracker can be linked back to BKO


    Please include the areas you are working on to avoid overlapping with other developers.
    * Open a bug report in KDE Bug Tracking System (BTS)
    === conet ===
    * Link it to Debian bug number using "forwarded". See http://www.debian.org/Bugs/server-control#forwarded
    The following are on my TODO list but that does not mean that I don't need any help on them:
    * When the bug is fixed in KDE BTS, the status will be synced in Debian BTS too.
    *<s>Check all the KListView classes that save their layout and make sure that works (restoreLayout was called in polish() in the Institutions view and polish() is not called anymore)</s>(done)
    *<s>Check what's up with the transaction form in the ledger</s>(done)
    *<s>Work on the transaction form since I see it as the hardest thing to port and once it is done (with qt3 support) we can go one and work on the following bullet</s>(done)
    *<s>Try to fix various small stuff that don't work yet until a usable application is obtained</s>(done)
    *<s>Check for multiple instances. It was using DCOP, and it has to be migrated to a method suitable with DBus.</s>
    *<s>Port the KBanking plugin to KDE4 and add it the KMyMoney source tree</s>
    *Although the code that takes care of the drawing of the highlighter of the drop target in kmymoneyaccounttreebase.cpp was ported the drop target is not highlighted


    === asoliverez ===
    == Release schedule  ==
    <s>I will work on the account selector, probably migrate it to Qt4 widgets, because it does all kinds of weird stuff that can be probably optimized.</s> (fixed by conet)
    4.6.2 is the latest release of the stable branch. Development is active on trunk towards the next version, but neither the [http://community.kde.org/KMyMoney/Features/Plan46 feature set] nor the release plan have been completed and signed off yet. There is also a [http://community.kde.org/KMyMoney/Features/Future wishlist] of features which might be integrated in future releases.
    Working on the i18n and documentation issues with KDE-i18n team.
    Also going through the Krazy report, and fixing issues there.


    === ipwizard ===
    === Version 4.5.95 ===
    I will try to keep the strings together and work on coordination for the integration of/with other KDE applications. On the code front maybe setting up the Qt-Designer plugin for the KMyMoney widgets.
    * First beta of what will be 4.6.0 (suitable for early adopters only)
    * Feature freeze on 28.05.2011
    * Release on 01.06.2011


    * <s>Getting the GPG encryption to work with either [http://api.kde.org/kdesupport-api/kdesupport-apidocs/qca/html/index.html QCA] or [http://api.kde.org/4.1-api/kdepim-apidocs/libkleo/html/index.html libkleo]</s> Replaced using [http://api.kde.org/4.3-api/kdepim-apidocs/libkleo/html/index.html libkleo]
    === Version 4.5.96 ===
    * Replace kMyMoneyDateInput with [http://api.kde.org/4.x-api/kdepim-apidocs/libkdepim/html/classKPIM_1_1KDateEdit.html KPIM::KDateEdit]
    * Second beta on our way to 4.6.0 (suitable for early adopters only)
    * Separate the base and constructed widgets into their own libs
    * Release on 15.06.2011


    === fvilas ===
    === Version 4.5.97 ===
    *<s>Convert the dialog allocations on the stack to use QPointer, per EBN point #5.</s>
    * First release candidate
    *<s>Port the WebPriceQuote object.</s>
    * Release on 30.06.2011
    *<s>Port the QIF reader</s> and add test cases for it.
    *Q3Table -> QTableWidget for transaction and register (postponed due to size of task. If anyone wants this, I can send you my patch so far, if not, I'll get back to it at some point.)
    *<s>Q3ButtonGroup -> QButtonGroup port</s>
    *General cleanup of deprecation warnings to quiet the build a bit
    *<s>Q3BoxLayout -> QBoxLayout</s>


    == Issues ==
    === Version 4.6.0 ===
    * String freeze on 15.07.2011 (application) 22.07.2011 (documentation)
    * Bug freeze on 24.07.2011
    * Release on <s>01.08.2011</s> 08.08.2011


    Please report here the issues you find.
    === Version 4.6.1 ===
    * Release on <s>05.11.2011</s> 06.11.2011


    *<s>Libkdchart has been commented out until last minute. Charts won't work until then</s>(asoliverez)
    === Version 4.6.2 ===
    *<s>Check for multiple instances. It was using DCOP, and it has to be migrated to a method suitable with DBus.</s> (conet)
    * Release on 04.02.2012
    *<s>There is a bug in KHTMLPart where you get weird results if you call write() many times. Save it to a QString and call write() once instead.</s> Done (ipwizard)
    *<s>Q3ButtonGroup objects should be migrated to QButtonGroup. The Q3Support class is severely handicapped and there are no issues in porting to the new class.</s>
    *Standard icon names have changed. Check the name of the icon being called if you see a default icon is being displayed.
    *<s>The code that creates the title bar (the one with the blue image) has been commented out since it somehow was not visible and the other widgets got behind in making it impossible to click them with the mouse.</s>(the code has been ported it only needs a good color scheme)
    *The kmymoney.css seems to use the KDE3 styles. That's a bug in KHTML that will be in KDE SC 4.4.


    == Areas to leave as they are for the moment ==
    === Version 4.6.3 ===
    * Release on 01.09.2012


    libkdchart is an extract from koffice. If we find a bug there, it is best to report it to the kdchart maintainers
    <!--
    <s>
    === Version 3.95 ===
    First beta for KDE4
    Released on Dec 28th 2009
    Suitable only for early adopters only


    The mymoney folder contains the engine. It is covered by the unit tests and they run ok. This is a critical area of the application, so check with Thomas or Alvaro before making a change.
    === Version 3.96 ===
    String freeze on Feb 1st 2010
    Release on Feb 15th 2010
    Suitable only for early adopters only


    Of course, if you find a critical bug in anywhere on the application, send a mail to the mailing list or report it on bugs.kde.org.
    === Version 3.97 ===
    String freeze on Mar 15th 2010
    Release on Mar 30th 2010
    Last beta


    == Mailing list ==
    === Version 3.98 ===
    https://mail.kde.org/mailman/listinfo/kmymoney-devel. Use it to discuss issues related to the port to KDE4.
    String freeze on Apr 30th 2010
    Release on May 15th 2010
    First release candidate</s>


    == Coordination ==
    <s>After that, move to kdereview</s> done, now in extragear.


    Alvaro Soliverez is coordinating the KDE4 effort. You can reach me at asoliverez at gmail.com or on IRC under Hei_ku in the #kmymoney channel.
    <s>[[/Release/announcement draft|announcement draft]]</s>
    Alternatively, you can contact Thomas Baumgart on the developers list.


    == People involved ==
    === Version 4.5 ===
    <s>String freeze on Jul 26th 2010
    Bug freeze on Aug 13th 2010
    Release on Aug 16th 2010</s>


    *mlaurent
    === Version 4.5.1 ===
    *conet
    <s>Release on November 14th 2010</s>
    *neoclust
    *asoliverez
    *tbaumgart aka ipwizard
    *fvilas
    *tonyb


    (Contact the coordinator if you are willing to contribute)
    === Version 4.5.2 ===
    <s>Release on December 23rd 2010</s>


    == Timeline ==
    === Version 4.5.3 ===
    Have it ready for kdereview before the end of the year. Is it too optimistic?
    <s>Release on February 13rd 2011</s>
    -->

    Revision as of 07:03, 10 September 2012

    This page is dedicated to technical aspects of KMyMoney for KDE Platform 4. If you are looking for other info, or the source tarball, go to the official page of KMyMoney.

    Available versions

    Latest release

    KMyMoney 4.6.3 has been released on September 3rd 2012.

    Alternatively, you can get the source from the KDE Git. (see link below)

    Obsolete releases

    KMyMoney 4.6.2 has been released on February 4th 2012.

    KMyMoney 4.6.1 has been released on November 6th 2011.

    KMyMoney 4.6.0 has been released on August 8th 2011.

    KMyMoney 4.5.3 has been released on February 13rd 2011.

    KMyMoney 4.5.2 has been released on December 23rd 2010.

    KMyMoney 4.5.1 has been released on November 14th 2010.

    KMyMoney 4.5 has been released on August 16th 2010.

    KMyMoney 3.98.1 has been released on May 21st 2010.


    KMyMoney 3.98.0 has been released on May 15th 2010.

    KMyMoney 3.97.2 has been released on Apr 6th 2010.

    KMyMoney 3.96.1 has been released on Feb 17th 2010.

    Installation

    Requirements

    KMyMoney depends on KDE SC 4.4+. Specifically on kdelibs and kde PIM libs. Additionally, you may want to install other libraries that will provide additional functionality:

    • libofx >= 0.9.2
    • Aqbanking >= 5.0.0
    • quote::finance

    Installation steps

    If possible, it is always preferred to use a package specifically prepared for your distribution. However, if one is not available, or you want a more recent version, you can use the latest tarball. If you really need the most recent version, such as to test a new bug fix, get the source from KDE Git at

    To install, read the README.cmake file in the root folder of the source. The basic steps are the following:

    First, make sure you have uninstalled any old versions of kmymoney through your package manager and/or sudo make uninstall depending on how it was installed last time. Then:

    $ mkdir build
    $ cd build
    $ cmake .. -DCMAKE_INSTALL_PREFIX=/usr/
    $ make # This step may be needed twice
    $ make install
    

    It is important that the prefix is the same one that is used by your already installed KDE software. If it does not match, you will run into problems later. (The last step should be executed with admin privileges. Either switch to root or use sudo, or the appropriate steps for your installation)

    To execute, either look for KMyMoney on the Office menu, or type kmymoney in a console window.

    Localization

    If you are installing from Git source, you need to install your locale files by hand. If you are installing from the tarball provided above, please skip this section.

    To localize you will need to download the appropriate kmymoney.po file from http://websvn.kde.org/trunk/l10n-kde4/<country_code>/messages/extragear-office/ (replace <country_code> with the correct one for your locale e.g. es would give http://websvn.kde.org/trunk/l10n-kde4/es/messages/extragear-office/) and then, either by switching to root or using sudo, do the following:

    • Copy the kmymoney.po file into /usr/share/locale/<country_code>/
    • In that folder run:
      $ msgfmt kmymoney.po -o LC_MESSAGES/kmymoney.mo
    
      Note: use the msgfmt that comes with your distribution not the one needed for kmymoney2.
    

    Debian dependencies

    build-essential cmake kdelibs5-dev kdepimlibs5-dev libaqbanking29-dev libboost-graph-dev libfinance-quote-perl libgpgme11-dev libgwenhywfar47-dev libical-dev libjpeg62-dev libofx-dev libpng12-dev libsqlite3-dev libz-dev gettext

    Guidelines

    This version is only suitable for early adopters. It will behave fairly well, but the application might crash and you may lose some data. Make backups often.

    For 3.95 version and later, we use the Bugzilla tracker at bugs.kde.org (BKO). Any bugs you find, please report it and assign to product kmymoney4. Also, if you need help write to [email protected].

    Link to Debian bugs

    The bugs in Debian tracker can be linked back to BKO

    Release schedule

    4.6.2 is the latest release of the stable branch. Development is active on trunk towards the next version, but neither the feature set nor the release plan have been completed and signed off yet. There is also a wishlist of features which might be integrated in future releases.

    Version 4.5.95

    • First beta of what will be 4.6.0 (suitable for early adopters only)
    • Feature freeze on 28.05.2011
    • Release on 01.06.2011

    Version 4.5.96

    • Second beta on our way to 4.6.0 (suitable for early adopters only)
    • Release on 15.06.2011

    Version 4.5.97

    • First release candidate
    • Release on 30.06.2011

    Version 4.6.0

    • String freeze on 15.07.2011 (application) 22.07.2011 (documentation)
    • Bug freeze on 24.07.2011
    • Release on 01.08.2011 08.08.2011

    Version 4.6.1

    • Release on 05.11.2011 06.11.2011

    Version 4.6.2

    • Release on 04.02.2012

    Version 4.6.3

    • Release on 01.09.2012